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2022-02-10 Live Training Call

Questions answered on this call:


7:30 – How to review Integrations with the Investment Dominator
8:43 – Outside Data Service Integration information review Setup, FAQ
14:50 – Generating a new Criteria with Outside Data Service Integration
25:45 – REI Printmail Integration Setup, FAQ, Generate Campaign
34:01 – How to review the activity log to ensure data tree import is good and REI PrintMail
36:08 – Beginning to work on Neighbor Letters within Investment Dominator
41:30 – How to prevent errors when importing records into Investment Dominator CSV list
48:20 – How to review past import activity within the import section
53:00 – What does update existing records do in the land tab